Director, Revenue Systems
1 week ago
SeekNow is building the Property Decisions Platform that powers faster, smarter property decisions. As we scale, we're investing in the systems and processes that connect every part of our customer journey - from marketing to sales to success.We're looking for a Director / Senior Manager of Revenue Systems & Operations to design, manage, and optimize the technology backbone that supports growth. This role will own our revenue and customer systems (Salesforce Sales Cloud and Service Cloud, HubSpot, Zendesk, and others), ensure seamless data flow across functions, and build the automation, insights, and infrastructure that make our revenue engine scalable.You'll be both an architect and a builder, designing how systems connect, ensuring data integrity, creating dashboards and automations, and continuously improving how our teams go to market.Key ResponsibilitiesSystems Ownership & ArchitectureOwn the administration and strategic design of all customer-facing systems: Salesforce, HubSpot, Zendesk, and related tools.Architect and maintain integrations across systems to ensure clean, accurate data flow between Marketing, Sales, and Customer Success/Customer Support.Design and implement automation workflows that connect customer engagement, lead handoff, sales opportunity management, and account tracking.Build and maintain scalable data structures, validation rules, and user permissions across systems.Process Design & Funnel ManagementDefine and manage processes that ensure accounts, contacts, opportunities, and customers are tracked consistently through the full lifecycle.Create and optimize workflows that support multiple sales verticals (Insurance, Real Estate, D2C, etc.).Partner with Sales Operations Directors on account and territory mapping, pipeline management, and performance visibility.Data Integrity & ReportingMaintain data hygiene across all CRMs and connected systems.Develop and maintain dashboards and reports for executives, marketing, sales, and customer success leaders - ensuring a single source of truth for the revenue funnel.Identify and troubleshoot data discrepancies across systems, ensuring alignment between teams.Automation & AI EnablementActively explore, test, and implement AI-driven automation across marketing, sales, and customer systems.Use AI tools to improve efficiency in lead routing, data enrichment, forecasting, and customer engagement flows.Cross-Functional LeadershipCollaborate closely with Sales Operations, Marketing Operations, and Customer Success/Customer Support teams to align processes, tools, and reporting.Build strong partnerships with IT, Finance, and Product for integrations, user management, and security compliance.Manage and mentor Salesforce Admin(s), and eventually build a centralized Revenue Operations team supporting all go-to-market functions.Roadmap & Continuous ImprovementMaintain a clear roadmap for all customer-facing systems, including backlog, feature requests, and release planning.Proactively identify system and process improvements to drive operational efficiency, reduce friction, and support scale.Lead training and onboarding for system users to ensure high adoption and data quality.Qualifications5+ years experience in Revenue Operations, Sales Operations, or CRM Systems Management.Deep knowledge of Salesforce (required), HubSpot, and Zendesk.Deep knowledge of Power BI (or similar analytics tools)Proven track record in integrating systems and automating workflows across multiple GTM functions.Strong data management and reporting skills (Salesforce dashboards, BI tools, etc.).Experience implementing AI or automation in sales/marketing workflows preferred.Hands-on, scrappy builder with a strategic mindset - comfortable designing architecture and jumping into configuration.Exceptional cross-functional collaboration and communication skills.KPIs / Success MetricsData Integrity: % of records meeting accuracy and completeness standards.Automation Efficiency: # of manual processes automated; hours saved per month.Funnel Visibility: Executive dashboards fully operational across Marketing, Sales, and CS.System Adoption: User adoption rates and training satisfaction scores.AI & Innovation Impact: Number of AI use cases implemented and efficiency gains achieved.Time-to-Insight: Reduction in time to deliver reports and insights for decision-making.Benefits and Perks:Seek Now offers a great benefit package, which includes health, dental and vision insurance, 401K with company match, paid time off (PTO), short and long-term disability insurance, AD&D insurance, life insurance, and moreEEO Statement:Seek Now is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. Seek Now does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.Other Duties Disclaimer:This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. Activities, duties, and responsibilities may change or new ones may be assigned at any time with or without notice.
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